Client Services Representative - Part Time

GFI-Team Ikigai • Asheville, NC

6d • Remote

About The Position

Join Our Mission at GFI Ikigai! Are you ready to make a difference? At GFI Ikigai, we're not just a company; we're a movement on a mission to combat financial illiteracy across the globe. We empower diverse communities with the knowledge and tools they need for a bright financial future. Our training and career paths are designed to nourish your personal and professional growth while enhancing financial independence for everyone.

Requirements

• Be 18 years or older and a proud U.S. citizen.
• Ready to ace that background check!
• Master the art of communication and building robust relationships with your clients.
• Grab your Life Producer license within the first 2 weeks! Resources to study for and obtain your license are provided by us!
• Spot and seize new opportunities for expansion with ease.

Nice To Haves

• A background in customer service, leadership, or management can be your cherry on top!
• Experiences from education, coaching, military, or even an elite athlete background are warmly welcomed.
• Have an entrepreneurial heart, a self-starter mindset, and the passion to grow and impact others.

Responsibilities

• Be the key contact and cheerleader for your clients, ensuring their ultimate satisfaction.
• Give top-notch service with timely, professional, and courteous support for our clients and associates.
• Share your financial wisdom and guide them through business investments, protective insurances, and crafty savings and estate planning.
• Help craft personalized financial plans, lending your guiding hand through budgeting, debt reduction, investments, and planning for retirement.
• Add value by creating upsell and cross-sell opportunities without any cold calling or door knocking!

Benefits

• Personalize your own flexible schedule that fits like a glove!
• Embrace the future with a 100% remote position powered by innovative online tools and training.
• Develop your leadership skills and unlock growth opportunities.
• Comprehensive training is provided to help you excel in your role.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed